Truist Securities Daily Spotlight

Research evidence excerpt

Truist Securities Daily Spotlight

icely complement ongoing capacity expansion

CVSA Buy Buy $140.00 $140.00 including small format hospitals/bed expansions focused in

FDXF Hold Hold $155.00 $155.00 markets with particularly strong demand. We expect EHC’s

KYMR Buy Buy $116.00 $116.00 CF generation & balance sheet strength to continue to support

ON Hold Hold $101.00 $101.00 ongoing development investment and shareholder friendly

IOT Hold Hold $30.00 $30.00 initiatives. Reiterate Buy, $140 PT, continue to like the valuation

WGO Buy Buy $43.00 $43.00 risk/reward. - David MacDonald

INDUSTRY UPDATES Government Services - Gov't Services: DC/NoVA Bus Trip

Government Services - Gov't Services: DC/NoVA Bus Trip Recap Recap (BAH, PSN, AMTM, VVX, CACI, SAIC, KBR, LDOS &

(BAH, PSN, AMTM, VVX, CACI, SAIC, KBR, LDOS & MMS) MMS) - We hosted a group of investors for meetings with nine

Government Services companies in the DC/NoVA area thisInsurance - Insurance - Closer Look at Lines Driving P&C

Underscores Competitive Pressure Ahead of 2Q week. Key takeaways include: (1) share buyback uncertainty

despite attractive prices; (2) procurement optimism but logistical

Lodging - Lodging - World Cup RevPAR Tracker Week 2: Hotels 2, challenges; and (3) a potential reconciliation bill post-Iran. WeDetractors nil as another strong week

also outline our favorite names in the space below. Companies

Lodging - Lodging - International hotels’ RevPAR last week: China participating: Booz Allen (BAH, Hold), Parsons (PSN, Buy),

-2.7% y/y, Europe +0.2% y/y Amentum (AMTM, Buy), V2X (VVX, Hold), CACI (Buy), SAIC

DataDriven by Truist Securities - Total Weekly Truist Card Data (Hold), KBR (Buy), Leidos (LDOS, Buy) and Maximus (MMS,

Ending 6/22/26: Father’s Day Bump/Lower Gas Prices Drive NR). - Tobey Sommer